When to use this template
Start with the questions below, then adapt them to your own process. Collect tool names and access roles here, then grant access through each tool's own invitation process.
Prepare a useful first conversation and hand off the right context to the delivery team. Use this version when you need to identify repeatable tasks and working hours for an assistant engagement.
Questions included
- Your nameShort answer · Required
- Email addressEmail · Required
Used to respond about this request.
- Which tasks would you like to delegate?Long answer · Required
- Estimated hours per weekNumber · Required
- Which tools are part of the workflow?Long answer · Optional
- Preferred working time zoneShort answer · Optional
- Most important outcomeDropdown · Optional
Make it your own
- Replace the introduction with your own context for virtual assistant client intake.
- Collect tool names and access roles here, then grant access through each tool's own invitation process.
- Check required questions, remove information you do not need, then test the form on a phone.
- Publish a copy and share its link or embed it on your page.
Before you publish
Keep discovery separate from account access. Never request passwords through an intake form.
Common questions
What does this virtual assistant client intake form collect?
It includes which tasks would you like to delegate, estimated hours per week, which tools are part of the workflow, preferred working time zone. Every question can be edited before you publish.
What should I customize before sharing it?
Collect tool names and access roles here, then grant access through each tool's own invitation process.
What happens after someone submits it?
Keep discovery separate from account access. Never request passwords through an intake form. Published copies store responses in the form inbox. Optional owner email notifications require a connected email service.